Skip to main content

How do I set User Access for a Report or Folder?

Updated over 3 months ago

By following these steps:

1. Click the 3 dots next to your Folder/Report and clicking Share.

2. If you want to provide baseline access level to all users within your Organisation:

a) Select the Organisation Access dropdown

b) Choose either Viewer or Editor

3. If you want to set access just for specific users:

a) Search for the user's email in the User Access dropdown

b) Select either Viewer or Editor

c) Click Add or Save

NOTES:

  • If you set User Access for a Folder, any Reports within that Folder will inherit that Access permission.

  • User Access overrides Organisation Access - this means that if you set Organisation Access on a Folder after adding Reports to that Folder, you will still need to set Access on the Reports.

  • If you have created either a Report that exists outside of a Folder or inside of a Folder without any User Access, you must set Access on that Report for anyone else to see it.

Did this answer your question?